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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Payment Options for Credit Card Processing: 1. I want to encourage adilas users to get a USAePay merchant account. It is not required but highly encouraged. Especially if it is through us as the tech exec referral through Newtek. 2. I would like to make it a soft approach but show the advantages and benefits (on a different page) with links to sign up for a rate comparison (self-referral). 3. Show logos for Visa/Master Card/Discover/ & Amex 4. Show links and logos on all payment option pages a. Main cart page b. Apply payments page c. (Maybe just a link) – from invoice line item page 5. As long as I’m in the cart payment page, I would like to add a feature for multi payments (remember in session scope with round trip abilities). I would also like to add an option for making change. 6. We need a section that will show error or declined messages with options to try different payment types or options. 7. Change bottom verbage on cart payment page. 8. Allow a direct link to card processing or let them use the main form with a blank cc approval code. Once submitted, if they have the permission, reroute to cart processing page. If they don’t have the permissions, show the normal validation on cc approval codes. 9. Document new changes in help file. 10. Show invoice total in first value (amount field). Show remaining amount owed and change due to help users. 11. Even if the user doesn’t have a merchant account with us, show them the payment page but hide and/or disable the submit button. 12. Help use select the correct money type by comparing first numbers: 3=Amex, 4=Visa, 5=MC, 6=Discover. 13. Record the actual transaction # and provide a link from the reference # (cc approval) to the actual transaction. This is done behind the scenes and is un-editable. The drill-down link will show credit card transaction info. We won’t store it anywhere but we will look it up and show it. 14. Once the transaction has gone through add an option to void the transaction before the batch closes. This may require a check of the batch status or an error message stating it is already closed. 15. If the corp has multiple merchant accounts (with us) allow them to choose from the payment page. If only one account, hide the setting and pass it in the background. 16. Don’t allow any negative transactions, (by themselves). Maybe allow a credit or refund after the fact. Maybe we could require a valid pin number and an actual transaction number from behind the scenes. |